Yarbrough Capital’s Qualcomm QCOM Stock Holding History

Yarbrough Capital’s Portfolio QCOM Stock Details QCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.6M	Sell	120,896 -14,649	-11%	-$2.14M	0.55%	23
2025 Q4	$23.2M	Sell	135,545 -11,773	-8%	-$2.02M	0.72%	23
2025 Q3	$24.5M	Sell	147,318 -17,508	-11%	-$2.78M	0.76%	22
2025 Q2	$26.3M	Hold	164,826	–	–	0.94%	20
2025 Q1	$25.3M	Hold	164,826	–	–	1.09%	16
2024 Q4	$25.3M	Hold	164,826	–	–	0.97%	17
2024 Q3	$28M	Hold	164,826	–	–	1.14%	15
2024 Q2	$32.8M	Hold	164,826	–	–	1.36%	15
2024 Q1	$27.9M	Hold	164,826	–	–	1.21%	15
2023 Q4	$23.8M	Hold	164,826	–	–	1.25%	15
2023 Q3	$18.3M	Hold	164,826	–	–	1.08%	16
2023 Q2	$19.6M	Hold	164,826	–	–	1.11%	16
2023 Q1	$21M	Hold	164,826	–	–	1.71%	14
2022 Q4	$18.1M	Hold	164,826	–	–	1.44%	13
2022 Q3	$18.6M	Hold	164,826	–	–	1.49%	13
2022 Q2	$21.1M	Buy	164,826 +27,000	+20%	+$3.67M	1.59%	12
2022 Q1	$21.1M	Hold	137,826	–	–	1.2%	13
2021 Q4	$25.2M	Buy	+137,826	New	+$22.1M	1.35%	12

Other funds holding QCOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Yarbrough Capital's QCOM Position: Q1 2026 in Review

Yarbrough Capital reduced its Qualcomm (QCOM) stake by 11% in Q1 2026, selling an estimated $2.14M and leaving 120,896 shares worth $15.6M. The position accounts for 0.55% of the portfolio, ranked #23.

Yarbrough Capital first reported a position in QCOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $32.8M in Q2 2024. 2,710 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

Yarbrough Capital held 120,896 shares of Qualcomm worth $15.6M as of Q1 2026.
Yarbrough Capital sold 14,649 Qualcomm shares in Q1 2026, an estimated $2.14M.
Qualcomm made up 0.55% of Yarbrough Capital's portfolio in Q1 2026, its #23 holding.
Yarbrough Capital first reported a position in Qualcomm in Q4 2021 and has held it in 18 quarters since.
Yarbrough Capital's Qualcomm position peaked at $32.8M in Q2 2024.
2,710 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.